Connect Ebby and Planfix to Build Intelligent Automations
Choose a Trigger
When this happens...
New File Created
Choose an Action
Automatically do this!
Create Contact
Delete Comment
Find Contact By Name
Find Task by Name
Ready to use Ebby and Planfix automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File Created
Runs when new file is created
Do thisActions
Action is the task that follows automatically within your Ebby integrations.
List Files
Show all files in Ebby.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
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Frequently Asked Questions
To start, connect both your Ebby and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Ebby triggers actions in Planfix (or vice versa).
Absolutely. You can customize how Ebby data is recorded in Planfix. This includes choosing which data fields go into which fields of Planfix, setting up custom formats, and filtering out unwanted information.
The data sync between Ebby and Planfix typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Ebby and Planfix. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Ebby
Ebby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.
Learn MoreAbout Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
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